Problem: Staff in Partner Hub have too much access. There’s no way to limit junior staff to only certain clients or tasks. Solution: Add
Problem:
Right now staff permissions in Partner Hub are too broad. I can't limit what junior staff see.
Solution:
Add more detailed permission levels for staff - like view only, edit quotes only, no billing access.
Benefit:
This would make our practice more secure and compliant.
1
vote
Ndzalama Maltin
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